AP
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Appleton Partners’s Vanguard Total Bond Market BND Stock Holding History

Appleton Partners’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$371K Buy
+5,055
New +$371K 0.02% 224
2022
Q3 		– Sell
-2,688
Closed -$202K – 293
2022
Q2 		$202K Hold
2,688
– – 0.02% 291
2022
Q1 		$214K Sell
2,688
-190
-7% -$15.5K 0.02% 295
2021
Q4 		$244K Sell
2,878
-282
-9% -$24K 0.02% 286
2021
Q3 		$270K Buy
3,160
+600
+23% +$51.8K 0.02% 258
2021
Q2 		$220K Sell
2,560
-300
-10% -$25.6K 0.02% 279
2021
Q1 		$242K Hold
2,860
– – 0.02% 262
2020
Q4 		$252K Buy
+2,860
New +$252K 0.02% 247

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Appleton Partners's BND Position: Q2 2026 in Review

Appleton Partners opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 5,055 shares worth $371K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings. This is a return to the name: Appleton Partners previously reported a position in BND as recently as Q2 2022.

Appleton Partners first reported a position in BND in Q4 2020 and has held it in 8 quarters since. 445 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Appleton Partners held 5,055 shares of Vanguard Total Bond Market worth $371K as of Q2 2026.
  • Vanguard Total Bond Market was a new Appleton Partners position in Q2 2026.
  • Vanguard Total Bond Market made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #224 holding.
  • Appleton Partners first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 8 quarters since.
  • 445 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.